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Everything from Bennelong Australian Equity Partners

BAEP funds rated ‘Highly Recommended’ by Zenith

From Bennelong Australian Equity Partners

For the fifth consecutive year, Zenith Investment Partners has awarded a Highly Recommended rating to both the Bennelong Australian Equities Fund (Bennelong Core Fund) and the Bennelong Concentrated Australian Equities

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19 Jul 2016

Short-termism a challenge for investors

From Bennelong Australian Equity Partners

Australian share market investors are increasingly focused on unsustainably quick gains rather than long-term growth, says Julian Beaumont, investment director at BAEP, in his recent paper entitled: A long story

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06 Apr 2016

Risk management to challenge investors

From Bennelong Australian Equity Partners

Equity and property markets are continuing to adjust to changing economic drivers, meaning investors must do their research carefully if they are to manage risk, according to Bennelong Funds Management’s

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10 Mar 2016

Paul Cuddy announces retirement Bennelong Australian Equity Partners’

From Bennelong Australian Equity Partners

CEO, Paul Cuddy, has announced his retirement from the business. Paul will retire from the industry to spend more time with his young family and officially departs BAEP at the

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31 Mar 2015

Bennelong appoints new Senior Investment Analyst

From Bennelong Australian Equity Partners

Bennelong Australian Equity Partners (BAEP) has appointed Neale Goldston-Morris to the role of Senior Investment Analyst, responsible for macro-economic, sector and stock analysis. Neale previously worked at Macquarie Securities Group,

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05 Mar 2013

Lonsec upgrades Bennelong’s ex-20 fund rating to ‘Recommended’

From Bennelong Australian Equity Partners

The Bennelong ex-20 Australian Equities Fund (the Fund) has been awarded a ‘Recommended’ rating by Lonsec, an upgrade from the Fund’s previous ‘Investment Grade’ rating. The Fund is managed by

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05 Sep 2012

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]